Gaming & Leisure Properties (GLPI)vsIron Mountain Incorporated (IRM)
GLPI
Gaming & Leisure Properties
$40.24
-1.81%
REAL ESTATE · Cap: $12.47B
IRM
Iron Mountain Incorporated
$115.18
+2.02%
REAL ESTATE · Cap: $34.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 357% more annual revenue ($7.56B vs $1.66B). GLPI leads profitability with a 58.5% profit margin vs 5.5%. IRM appears more attractively valued with a PEG of 2.70. GLPI earns a higher WallStSmart Score of 70/100 (B-).
GLPI
Strong Buy70
out of 100
Grade: B-
IRM
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.9%
Fair Value
$59.17
Current Price
$40.24
$18.93 discount
Margin of Safety
-33.4%
Fair Value
$75.12
Current Price
$115.18
$40.06 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 59 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 47.9% YoY
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 58.5% and operating margin at 77.5%.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 82.3x leaves little room for execution misses.
Key Dynamics to Monitor
GLPI profiles as a mature stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.20 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
GLPI generates stronger free cash flow (156M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (70/100 vs 62/100), backed by strong 58.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a premier real estate investment trust (REIT) specializing in the acquisition and management of high-quality gaming and gaming-related facilities across the United States. By establishing long-term leases with leading gaming operators, GLPI secures a stable and resilient income stream driven by strong sector demand. The company's strategic investment methodology enhances rental income while providing tenant operational flexibility, positioning GLPI as a key player in the evolving gaming and entertainment market. For institutional investors, GLPI represents a unique opportunity to gain exposure to a distinctive asset class at the intersection of real estate and the growing gaming sector, targeting consistent and attractive returns.
Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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